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Customer Tags

Customer tags are a powerful feature in Vendora CRM that allows you to organize and categorize your customers based on specific attributes, behaviors, or characteristics

Updated over 2 months ago

By applying tags to customers, you can create targeted segments for personalized marketing campaigns and improved customer service.

What are Customer Tags?

Customer tags are labels that you can assign to customers to group them by shared characteristics. Tags are flexible and customizable, allowing you to create categories that make sense for your specific business needs.

Key Features

  • Multiple tags per customer: Each customer can have several tags assigned to them

  • Multiple customers per tag: Each tag can be applied to as many customers as needed

  • Flexible categorization: Create custom tags that align with your business requirements

  • Segmentation ready: Use tags to create targeted customer segments for marketing and communication

Common Tag Examples

Spending Behavior

  • VIP

  • High Spender

  • Frequent Buyer

  • First Time Customer

Demographics

  • Local Customer

  • International

  • Business Customer

Product Preferences

  • Fashion Forward

  • Health Conscious

Engagement Level

  • Newsletter Subscriber

  • Loyalty Program Member

  • Review Writer

How to Apply a Customer Tag

  1. Click into a customer profile > Scroll to "Add Tags"

  2. Create a Tag or add an existing tags

    2. You can create a tag by typing the name of the tag, seeing if it exists, and if not, selecting the "Create Tag" button.

Segmenting Customers with Tags

Tags become powerful when used for customer segmentation:

Creating Segments

  1. Go to Customers > Messaging > Segments in the Vendora Porta

  2. Click "Create New Segment"

  3. Set conditions based on tags (e.g., "Has tag: VIP" AND "Has tag: Electronics Enthusiast")

  4. Name your segment and save

Using Segments for Marketing

  • Send targeted emails/texts to specific tag groups or enroll specific tag groups into a journey

Best Practices

Tag Naming Conventions

  • Be consistent: Use a standardized naming format

  • Keep it simple: Use clear, descriptive names

  • Avoid duplication: Check existing tags before creating new ones

Tag Management

  • Regular review: Periodically audit your tags to remove unused ones

  • Team training: Ensure all team members understand your tagging system

  • Limit tag quantity: Focus on the most useful tags to avoid overwhelming your system

Getting Started

  1. Plan your strategy: Decide what customer attributes matter most to your business

  2. Create initial tags: Start with 5-10 essential tags

  3. Tag existing customers: Apply tags to your current customer base

  4. Create segments: Use tags to build targeted customer groups

  5. Launch campaigns: Test your segmentation with targeted marketing

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